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In today's video, Jose Najarro, Nick Rossolillo, and Billy Duberstein discuss Arista Networks ' (NYSE: ANET) earnings and how it continues to grab market share from Cisco Systems (NASDAQ: CSCO) . Nick is concerned about how long this data center boom can last and w...
Data center engineering specialist Arista Networks (NYSE: ANET) had an epic 2022. After early pandemic supply chain constraints that kept a lid on equipment it could ship to customers began to ease, it was off to the races. Companies are migrating their IT infrastructure to the cloud en m...
Summary Cisco Systems, Inc. reported its Q2 2023 results on February 15 and managed to impress investors for the first time in a long time. Cisco has barely seen any revenue growth over the last 10 years, but is well positioned to see a period of renewed growth over the next several yea...
The Nasdaq Composite dropped into a bear market last year as investors reacted to economic uncertainty. But many wealthy hedge fund managers treated the decline as a buying opportunity, and some of those billionaires scooped up shares of Fiverr International (NYSE: FVRR) and Arista ...
Summary Cloud Titans have contributed significantly to ANET's revenue, but I do have concerns about inventory stockpiling. Management has increased its revenue forecast for 1Q23 based on strong results in 4Q22. ANET is well-positioned for long-term growth, with increasing demand for...
Summary Arista Networks has a solid operating history under its belt, and that trend looks set to continue through its 2023 fiscal year. All things considered, the business is a high-quality operator with a bright future ahead for it, but that doesn't make it a great investment. ANE...
Image source: The Motley Fool. Arista Networks (NYSE: ANET) Q4 2022 Earnings Call Feb 13, 2023 , 4:30 p.m. ET Operator Continue reading For further details see: Arista Networks (ANET) Q4 2022 Earnings Call Transcript
The following slide deck was published by Arista Networks, Inc. in conjunction with their 2022 Q4 earnings call. For further details see: Arista Networks, Inc. 2022 Q4 - Results - Earnings Call Presentation
Arista Networks, Inc. (ANET) Q4 2022 Earnings Conference Call February 13, 2023 16:30 ET Company Participants Liz Stine - Director, Investor Relations Jayshree Ullal - President and Chief Executive Officer Ita Brennan - Chief Financial Officer Anshul Sadana - Chief...
Arista Networks ( NYSE: ANET ) rose 1.9% in early postmarket action Monday following fourth-quarter earnings where it easily beat Street expectations for revenue and profit and guided to ongoing strength to start 2023. Revenues rose 54.7% year-over-year to $1.276B, vs. expecta...
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2024-07-31 07:30:08 ET Barclays analyst issues OVERWEIGHT recommendation for ANET on July 31, 2024 05:30AM ET. The previous analyst recommendation was Overweight. ANET was trading at $311.42 at issue of the analyst recommendation. The overall analyst consensus : BUY. ...
2024-07-31 00:15:21 ET Image source: The Motley Fool. Arista Networks (NYSE: ANET) Q2 2024 Earnings Call Jul 30, 2024 , 4:30 p.m. ET Operator Continue reading For further details see: Arista Networks (ANET) Q2 2024 Earnings Call Transcript
Arista Networks, Inc. (NYSE: ANET), an industry leader in data-driven, client-to-cloud networking for large AI, data center, campus and routing environments, today announced financial results for its second quarter ended June 30, 2024. Second Quarter Financial Highlights “On th...